Gregory Taylor is a financial advisor with Taylor Strategic Wealth Management, LLC, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked for Edward Jones for six years before founding his current firm. Outside of his advisory work, Taylor serves as president of the South Bay Business Networking Group and is a board member of Kiwanis International, where he participates in scholarship and community enhancement decisions. Taylor Strategic Wealth Management provides comprehensive portfolio management and financial planning to individuals, trusts, estates, and business entities, including corporate and institutional clients. The firm employs a diversified investment approach that integrates asset allocation, fundamental, technical, sector, and cyclical analysis across a variety of securities.

Ron Nussbaum is the sole advisor at Maverick Value, LLC, an independent registered investment adviser based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 12 years of industry experience, all with Maverick Value since 2014. Maverick Value provides discretionary investment management primarily for individual clients and also serves pension and profit-sharing plan clients. The firm employs a fundamental, value-oriented strategy focused on identifying mispriced securities, managing concentrated portfolios on a discretionary basis with assets held at qualified custodians in clients’ names.

Ryan Fisher is a Series 65 licensed advisor with Pacific Sun Financial Corp in Los Angeles, CA, bringing nine years of industry experience. He is also president of a law firm specializing in contract review, business advising, and estate planning, and a partner in a racing event company that organizes race events and festivals. Ryan has been with Pacific Sun Financial Corp since 2017. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages accounts internally using fundamental analysis and a combination of long- and short-term strategies, with a focus on client-specific objectives and ongoing monitoring.

Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.

Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds the Series 66 designation and has worked at Victus Capital Wealth since 2014, as well as Beverly Hills Wealth Management, LLC since 2011. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis across various investment strategies while maintaining a fiduciary standard in monitoring and rebalancing portfolios.

Kimberly Jones is a financial advisor with Astravia Family Wealth Office LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Investments, as well as a lengthy period as a homemaker prior to returning to the financial industry. Astravia Family Wealth Office LLC provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension plans, and business entities. The firm’s investment approach incorporates asset allocation and Modern Portfolio Theory alongside multiple analytic methods, with ongoing oversight of sub-advisors and education services for retirement plan participants.

Michael Puryear is a financial advisor at Westwood Wealth Management in Los Angeles, CA, holding a Series 66 designation with 20 years of industry experience. He has been with Westwood Wealth Management since 2017 and previously worked at GSG Capital Advisors from 2014 to 2017. Westwood Wealth Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The firm customizes strategies based on client objectives and risk tolerance, using fundamental and technical analysis across various instruments, and manages roughly $339 million in discretionary assets with a small advisory team.

Robert Eddy is a financial advisor at Eddy Financial, LLC in Santa Monica, CA, holding the ChFC® and Series 63 designations with 47 years of industry experience. His prior work includes roles at Lincoln Investment and Capital Analysts, Incorporated. Eddy Financial serves individual investors, including high-net-worth clients, trusts, small businesses, and employer retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm offers tailored portfolio construction using a range of investment vehicles and incorporates third-party money managers and institutional funds as part of its investment approach.

Robert Terrell is a financial advisor at R.H. Dinel Investment Counsel, Inc. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Karlin Asset Management from 2008 to 2025. R.H. Dinel Investment Counsel, Inc. provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm emphasizes in-depth research on individual stocks, prefers long holding periods with growth companies, and tailors portfolios to client needs, managing approximately $169 million in assets with a small, concentrated client roster.

Madeline Darcy is a financial advisor at Bennett Selby Investments, L.P. with a Series 65 credential and one year of industry experience. Prior to joining Bennett Selby Investments, she worked at CA iBank, Kaya Ventures, CircleUp Growth Partners, Victress Capital, Harvard University, and Oliver Wyman. She serves as a venture specialist for CA iBank, evaluating venture capital fund investments and direct investments as part of the SSBCI program. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.

Richard Hunter is a financial advisor at Trinity Asset Management Co. in Los Angeles, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Trinity Asset Management Co. since 2006. Trinity Asset Management Corporation provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, cyclical, and qualitative analysis along with a mix of passive and active investment strategies tailored to client objectives.

Helen Lin is a Series 66-licensed advisor with Southern California Wealth Management Associates, bringing 22 years of industry experience. She previously worked at Western International Securities, Inc. and Financial West Group. Lin is also involved as a registered representative with Emerson Equity LLC and conducts fixed life insurance and annuity sales as a sole proprietor. Southern California Wealth Management Associates serves individual and high-net-worth clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs various analytical methods and both long- and short-term trading strategies across a diverse range of investment products.

Jeffrey Wimbish is a financial advisor at Kensington Investment Counsel with 23 years of industry experience. He has been with Kensington since 1999 and holds a Series 65 designation. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across multiple equity strategies, focusing on diversified equity and fixed-income exposures with a typical investment horizon of three to five years.

Eric Toya is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Navigoe, LLC since 2013. He holds Series 63, 65, and 66 licenses. Navigoe serves high-net-worth individuals, business owners, and retirement plans, offering fee-only wealth management, financial planning, and discretionary investment management. The firm emphasizes a structured onboarding process and employs a strategic asset allocation approach primarily using mutual funds and ETFs.

Zoe Bollinger is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Bollinger Capital Management since 2018 and previously worked at WET from 2016 to 2018. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs proprietary quantitative and technical analysis methodologies, offering both direct portfolio management and investment modeling services to other advisors and clients.

Andrea Spatz is a CFP® with 33 years of industry experience, currently serving at Lewis M. Wallensky Associates in Los Angeles, CA. She has worked with LPL Financial since 2017 and was previously with National Planning Corp from 2000 to 2017. Outside her advisory role, she is involved with the LPL business entity Wallensky Spatz & Associates. Lewis M. Wallensky Associates provides financial planning and consulting services to individual clients, focusing on comprehensive written plans and targeted advice across retirement, estate, tax, insurance, and cash-flow topics. The firm emphasizes a consultative process and oversight of third-party money managers rather than direct portfolio management.

Leslie Mallman is a CFP® with 10 years of industry experience, currently serving as an advisor at Five Oceans Advisors. Prior to joining Five Oceans Advisors, Leslie operated Leslie Mallman Money Coaching, where she taught classes focused on helping individuals manage their emotions around money. Her experience includes roles at Montcalm TCR, Grove Advisors LLC, and Skyline Financial Advisors, LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, with particular attention to taxable investors and those with complex estate and tax planning needs. The firm employs evidence-based investment strategies and provides integrated wealth advisory services, emphasizing tax efficiency and coordinated oversight across various client needs.

Deanna Adams is a CFA® charterholder with four years of industry experience, currently serving as an advisor at QCA Capital Management Inc in Los Angeles, CA. She has worked at Quincy Cass Associates, Incorporated and Ballina Capital, LLC, and outside of her advisory role, she is CFO and Managing Director of 3838 Holdings, Inc., a consulting company focused on advising on strategic growth opportunities. QCA Capital Management provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs actively managed, personalized investment strategies with a long-term horizon, offering a range of approaches including Growth, Income Generation, and a focused equity strategy for accredited investors.

Allison Flume is a financial advisor at Angeles Family Office with seven years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes nine years at CH Investment Partners and five years as a self-employed advisor. Angeles Family Office serves a small, high-balance client base, providing financial planning, consulting, and investment management alongside family office services such as bill paying and tax planning. The firm manages diversified portfolios tailored to client objectives and operates through an affiliate structure that offers shared model portfolios and private fund opportunities.

Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.